Creating a form in the Admin Console doesn't make it appear in the Time Clock app automatically. Before workers can see and fill out a form, you need to complete two steps:

Display conditions control when the form is shown to workers in the app.
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Step 1: In the Fareclock Admin Console, go to HR Portal and click Forms.

Step 2: Open the form you created.

Step 3: In the form's settings, set the display conditions, such as onboarding, start of shift or end of shift.

Here, you can define the display conditions (e.g., onboarding, start shift, end shift) and configure form limitations (such as limiting entries per user or resetting the user entry limit).

The form appears during the worker’s initial setup or first use of the app, ideal for collecting basic information.
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The form shows up when a worker clocks in, perfect for pre-shift checklists or safety confirmations.
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The form displays when clocking out, useful for end-of-day reports or equipment condition checks.
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The form appears when a worker transfers into a new job, allowing site-specific updates or handover notes.
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The form displays when a worker transfers out of a job, ideal for logging final notes or condition reports.
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The form can be accessed anytime during an active shift, great for mid-shift reports or incident logs.
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The form is available when the worker is off-shift.
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Allows the same form to be submitted more than once in a single shift, handy for tasks that need repeated entries such as deliveries or maintenance logs.

A form appears only for workers it's connected to. Attach it using one of the following:

Attach the form to a Health & Safety policy, then make sure the policy is assigned to the worker.
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Assign the form to the worker's scheduled shift.
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Assign the form to a job. The form appears when the worker clocks in to that job.

Once both steps are complete, the app will prompt workers to fill out the form based on its display conditions. Workers can also find available forms on the Forms screen under the Actions tab.

Related articles: How to Setup Forms · Briefings